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Customer experience | Sales, Customer Insights,...
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DSAR (data subject access report) reporting

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ReportReport
Posted on by 90

Hi,

I'm looking for a way of creating this type of report inside Dynamics 365 for sales. Has anyone had to this, and if so, how did you do it? Is there a plugin that can be bought?

I basically need to be able to use the fullname and email to then create a report showing account, contact, activities, lead, opportunity data that the system holds for this individual.

Thanks 

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,064 on at

    Hi Monty,

    The DSAR report is not supported in Dynamics.

    Dynamics 365 Data Subject Requests for the GDPR and CCPA - Microsoft GDPR | Microsoft Docs

     

    If you need to show account, contact, activities, lead, opportunity data in a report, here are some documentations you can refer to. They contain the introductions on creating different types of reports in Dynamics.

    Work with reports - Power Apps | Microsoft Docs

    What is SQL Server Reporting Services - SQL Server Reporting Services (SSRS) | Microsoft Docs

    Power BI Report Builder - Power BI | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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